Wealth Management in Waterville, ME

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List of Firms

Waterville, ME Wealth Management Firms

Choice Wealth Advisors
SEC File# 801-113869
CRD# 297745
5 out of 5
Location 325D Kennedy Memorial Dr, Waterville, ME 04901, USA
Phone (207) 873-0996
Language http://www.choicewealthadvisors.com/
Directions
David V Smith - Raymond James
5 out of 5
Location 180 Main St, Waterville, ME 04901, USA
Phone (207) 660-4506
Language http://www.davidvsmith.com/
Directions
Burd & Dalessandro Wealth Management - Ameriprise Financial Services, LLC
Location 155 Silver St, Waterville, ME 04901, USA
Phone (207) 859-8877
Language https://www.ameripriseadvisors.com/team/burd-dalessandro-wealth-management/contact?cid=IP_local_google
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Wealth Management in Waterville, ME

Where Wealth Management Advisors in Waterville, ME Serve

Waterville, ME is a charming city located in the heart of Kennebec County. It is home to a plethora of landmarks that showcase its rich history and culture. The Colby College Museum of Art is a must-visit for art enthusiasts, while the Redington Museum offers a glimpse into the city's past. Waterville Opera House is a popular venue for concerts and theatrical performances. The city is home to several top employers, including Colby College, MaineGeneral Health, and Kennebec Valley Community College. These institutions provide ample employment opportunities for the city's residents and contribute significantly to the local economy. Waterville is conveniently located near several major highways, including Interstate 95, Route 201, and Route 137. These highways provide easy access to nearby cities, such as Augusta and Bangor. The city is divided into several neighborhoods, each with its unique character and charm. The Downtown neighborhood is the heart of the city and is home to several shops, restaurants, and entertainment venues.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Waterville, ME can benefit from a bank in numerous ways. For instance, a bank can provide them with financial assistance to purchase homes, cars, and other assets. With a population of approximately 16,000 people, Waterville, ME is a small city that relies heavily on the local economy. Therefore, a bank can offer small business loans to entrepreneurs who want to start or expand their businesses. Additionally, a bank can help residents manage their finances by providing them with savings accounts, checking accounts, and credit cards. As a result, they can save money, pay bills, and make purchases with ease. Furthermore, a bank can offer financial education to residents to help them make informed decisions about their finances. This education can include topics such as budgeting, saving, and investing. Overall, a bank can be a valuable resource for the residents of Waterville, ME by providing them with financial assistance, management tools, and education.

Insurance Broker

Residents of Waterville, ME can benefit from the expertise of an insurance broker in many ways. For instance, an insurance broker can help them navigate the complex world of insurance policies, including home, auto, health, and life insurance. With Waterville being a small town in Maine, residents may have unique insurance needs that require a broker's specialized knowledge. For example, Waterville has a high number of older homes, which may require specific coverage options due to their age and construction. Additionally, Waterville is located in a region prone to natural disasters such as winter storms and floods, making it crucial for residents to have adequate coverage. An insurance broker can help residents find the right policies to protect their homes and belongings from these risks. Overall, an insurance broker can provide valuable guidance and support to residents of Waterville, ME, ensuring they have the coverage they need to protect themselves and their families.

Retirement Planning

Residents of Waterville, ME can greatly benefit from the assistance of a retirement planner. Specifically, a retirement planner can help residents of Waterville navigate the unique challenges of planning for retirement in a small town. For example, a retirement planner can help residents of Waterville understand the impact that the town's aging population may have on their retirement plans. Additionally, a retirement planner can help residents of Waterville make informed decisions about healthcare and long-term care options, which can be particularly important in a town with limited healthcare resources. By working with a retirement planner, residents of Waterville can ensure that they are making the most of their retirement savings and are well-prepared for the challenges that come with aging in a small town.

Financial Advisor

Residents of Waterville, ME could benefit greatly from the services of a financial advisor. With the city's economy heavily reliant on manufacturing and healthcare industries, a financial advisor could help individuals navigate the complexities of retirement planning, investment strategies, and tax planning. Additionally, with the city's high poverty rate, a financial advisor could assist low-income families in creating and sticking to a budget, as well as providing guidance on accessing government assistance programs. Furthermore, with the city's location in central Maine, a financial advisor could provide advice on unique financial challenges such as preparing for harsh winter weather and potential natural disasters. Overall, a financial advisor could provide invaluable support to residents of Waterville, ME in achieving their financial goals and securing their financial future.

Mortgage Loan Officer

Residents of Waterville, ME could greatly benefit from the services of a mortgage loan officer. With a population of over 16,000 people, many residents are likely in need of financial assistance when it comes to purchasing a home. A mortgage loan officer can guide residents through the complex process of obtaining a mortgage, including helping them to understand the various types of loans available and the associated interest rates. Additionally, Waterville is home to a diverse population, including many first-time homebuyers and individuals with low credit scores. A mortgage loan officer can work with these individuals to help them secure a loan that meets their unique needs and financial situation. With the help of a mortgage loan officer, residents of Waterville can achieve their dream of homeownership and enjoy the many benefits that come with owning a home.

Tax Services

Residents of Waterville, ME would greatly benefit from the services of a tax advisor, especially when it comes to navigating the complex tax laws and regulations that apply to the state of Maine. With its unique tax system that includes a state income tax, sales tax, and property tax, residents of Waterville may struggle to understand how to properly file their taxes and take advantage of available deductions and credits. A tax advisor can provide valuable guidance and expertise in maximizing tax savings and minimizing tax liability. Additionally, Waterville residents may face unique challenges related to their local economy, such as the impact of the closure of the local paper mill on property values and tax assessments. A tax advisor can help residents understand these factors and how they may affect their tax situation. Overall, the expertise and guidance of a tax advisor can be invaluable to Waterville residents in navigating the complex and ever-changing world of taxes.

Estate Planning Lawyer

Residents of Waterville, ME could greatly benefit from the services of an estate planning lawyer. Specifically, the lawyer can help residents navigate the complex state and federal laws governing inheritance and estate taxes. Waterville, ME is home to many families with significant assets, including real estate, businesses, and investments. An estate planning lawyer can assist these families in creating a comprehensive plan that ensures their assets are distributed according to their wishes and minimizes the tax burden on their heirs. Additionally, the lawyer can help residents create trusts to protect their assets from creditors and ensure their loved ones are taken care of in the event of their incapacity or death. With the help of an estate planning lawyer, residents of Waterville, ME can have peace of mind knowing their legacy is secure.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services in Waterville, ME are tailored to meet the specific needs of high net worth individuals. A wealth manager in Waterville can provide comprehensive financial planning, investment management, and estate planning services. With a deep understanding of the local economy and market trends, a wealth manager can help clients navigate the complexities of investing in the region. From developing a personalized investment strategy to managing risk, a wealth manager can help clients achieve their financial goals. With access to a wide range of investment products and services, a wealth manager in Waterville can provide clients with the tools they need to build and protect their wealth for future generations. Whether you are a business owner, retiree, or young professional, a wealth manager in Waterville can help you achieve financial success.

Waterville, ME is a hidden gem when it comes to finding a reliable and experienced wealth manager. With its small-town charm and close-knit community, residents can trust that their financial needs are in good hands. One specific aspect that sets Waterville apart is its thriving downtown area, which boasts a variety of local businesses and cultural events. This means that not only can residents receive top-notch financial advice, but they can also support their community by investing in local businesses. Additionally, the town's proximity to Colby College provides access to a pool of talented and knowledgeable professionals who can offer valuable insights and resources. Overall, Waterville, ME is the perfect place to find a wealth manager who not only has the expertise to manage your finances but also cares about the community they serve.